06.28.2023 - Estate Planning Tech
Estate Planning Technology for Financial Advisors
Presented by Diana Cabrices,
In this webinar, technology evangelist Diana Cabrices taught listeners about solutions designed to help financial planners navigate the estate planning conversation with ease (while staying compliant). Attendees will got an in-depth look at technologies such as Wealth.com, Vanilla, and Trust & Will, including how they’re different and what other advisors say about their success using them.
Attendees Comments:
A few comments from listeners:
Great concise and thorough highlight of 3 platforms which offer a tremendous tool to advisors for the critical subject of estate planning. Thanks
- James M.
Enjoyed seeing the differences between each of the platforms. Nice visual comparison.
- Michael H.
Very good speaker, professional, and materials relevant to advisors.
- Mike C.
Great concise and thorough highlight of 3 platforms which offer a tremendous tool to advisors for the critical subject of estate planning. Thanks
- James M.
Enjoyed seeing the differences between each of the platforms. Nice visual comparison.
- Michael H.
Very good speaker, professional, and materials relevant to advisors.
- Mike C.
Great concise and thorough highlight of 3 platforms which offer a tremendous tool to advisors for the critical subject of estate planning. Thanks
- James M.
Enjoyed seeing the differences between each of the platforms. Nice visual comparison.
- Michael H.
Very good speaker, professional, and materials relevant to advisors.
- Mike C.